Change list view | Online Help - Bigin by Zoho CRM

Android - Change list view

Views are groups of records of the same type. For example, the USA Customers view is a list of customers in the USA, and their records are grouped under a single list. You can switch between various standard and custom views that are available for the modules.

To change the list view:

  1. Go to the desired module. The records will be listed based on the selected list view.
  2. Tap List View, then choose a list from the dropdown.





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                                                                                                  • iPad - Change list view

                                                                                                    Views are groups of records of the same kind. For example, USA Customers view is a list of customers in the USA and their records are grouped under a single list. You can switch between various standard and custom views that are available for the ...
                                                                                                  • iPhone - Change list view

                                                                                                    Views are groups of records of the same kind. For example, USA Customers view is a list of customers in the USA and their records are grouped under a single list. You can switch between various standard and custom views that are available for the ...
                                                                                                  • How to change the view in the Pipelines module?

                                                                                                    To change the view 1. Open the Bigin app on your smartphone. 2. Navigate to the Pipelines module. 3. Tap the List View Dropdownat the top right of the screen. 4. Switch to the Views tab. 5. Select a criteria. The view will be altered so that it is ...
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                                                                                                    List view allows you to group records present in your Bigin account based on a specific criteria. Viewing all the records without any order will be hard for you to pull the required record immediately. For example, you may want to view the contacts ...
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                                                                                                    To change the view 1. Open the Bigin app on your iPhone. 2. Navigate to the Pipelines module. 3. Tap the List View Dropdownat the top left of the screen. 4. Switch to the Views tab. 5. Select a criteria. The view will be altered so that it is ...
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